Transforming Insurance Customer Service with Multi-Channel Communication
Watch now to explore how insurers are adapting to rising customer expectations with faster, more personalized service across all communication channels.
You’ll see how tools like text, chat, and AI-powered chatbots are transforming service delivery, especially in Life and Annuities, and learn how a hybrid approach that blends automation with human support can boost efficiency, improve satisfaction, and future-proof your customer service strategy.
Meet the Experts:
Tara Kelly
President & CEO,
SPLICE
Tara is a serial innovator, published author, and founder of SPLICE Software. She holds a U.S. patent for a proprietary technology that personalizes automated messaging using data streams. Her work has been recognized by Gartner and Forrester for its impact on insurance customer experience. An open-source advocate and UX designer, she has served on multiple tech and nonprofit boards.
Calvin Zhai
Product Marketing Strategy Manager,
Sapiens, Life & Annuities
Calvin is responsible for the messaging and strategy behind Sapiens’ Life & Annuities solutions. His work focuses on aligning market demands with the business challenges carriers face. He brings a wealth of experience from both startups and large enterprises, most notably his previous role at Manulife, where he led product development and digital transformation initiatives in the Life & Annuities space.
Key Takeaways
- Multi-Channel Communication Matters: Today’s policyholders expect more. You’ll learn how insurers are using text, chat, and AI to keep up and improve service across Life & Annuities
- AI Chatbots and Human Support: You’ll learn how chatbots can streamline routine interactions, personalize communications, and improve consistency while still escalating complex issues to human agents
- Hybird CX Strategy: Combine the power of AI and human support to deliver faster service, improve satisfaction, and support efficiency backed by real-world insurance use cases and implementation tips
